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Get Full Access to Our eBook
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Retirement Survival Guide
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*If you do not receive an email to download your free book within a minute, please check your spam folder.
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Here's what you'll learn:
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- How Much Do I Need To Retire?
Calculating your current spending and determining a safe withdrawal rate.
- Social Security
Timing of benefits and when to take them early and when to delay.
- Tax Strategies
Roth conversions, taking advantage of the 0% federal capital gains tax rate, and qualified charitable distributions.
- Medicare
An understanding of what it is and what it means to you.
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- Mortgage Payoff
Should you pay your mortgage off early or keep it into retirement?
- Long-Term Care
Factors that determine when you should consider long-term care insurance.
- Estate Planning
Wills, trusts, health care directives, powers of attorney
- Investment Management
Risk tolerance and asset allocation
...and much more!
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"Financial Freedom isn't about buying whatever you want, it's about freeing your mind from financial stress so you can focus on what's really important"
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© 2024 Oak Leaf Financial Group. All Rights Reserved.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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